What Is Dental Intelligence?
Dental Intelligence is a cloud-based practice performance platform that layers on top of your existing Practice Management Software. Unlike all-in-one PMS platforms that want to replace your current system, Dental Intelligence works alongside it — pulling data from your PMS, analyzing it in real time, and giving your team tools to act on what the numbers reveal.
Founded in 2012 by Weston Lunsford in Pleasant Grove, Utah, the company has grown to serve over 9,000 practices nationwide. Under CEO Dan Geraty (appointed January 2022), Dental Intelligence has evolved from a pure analytics tool into a four-pillar platform: Analytics, Engagement, Insurance, and Payments. Two strategic acquisitions — LocalMed (2019) for online scheduling and Modento (2021) for patient communication — were the key moves that made this transformation possible.
The company has raised $49 million in funding from K1 Investment Management, PSG Equity, and Blue Star Innovation Partners, signaling serious institutional confidence in the platform's direction.
Key Features
Analytics & Morning Huddle
This is where Dental Intelligence built its reputation. The platform automatically tracks production, collections, re-appointment rates, and dozens of other KPIs — pulling directly from your PMS data. The Morning Huddle feature is the standout: a daily preparation tool that shows your team what's on the schedule, which patients need follow-up, and what production goals to hit. It's become a daily ritual for practices that use it, replacing the clipboard-and-whiteboard approach that many offices still rely on.
Scorecards give practice leadership a view into team performance, and Enterprise Reports extend this across multiple locations for DSOs and group practices.
Smart Schedule & Patient Finder
Smart Schedule identifies gaps in your appointment book and, combined with Patient Finder, surfaces the best patients to fill them. Rather than having your front desk scroll through a recall list, the system prioritizes patients based on treatment needs, insurance status, and reappointment history. Follow-up automation handles outreach via text and email, reducing the manual work of filling cancellations.
Patient Engagement
Through the Modento acquisition, Dental Intelligence now offers a full engagement suite: online scheduling (via LocalMed), two-way text and email communication, automated appointment reminders, recall campaigns, digital forms with automatic detection, virtual check-in, review solicitation, mass communication, and a patient portal. There are also team-facing tools like internal chat and screen pops that display patient information during incoming calls.
Mobile apps for both patients and team members round out the engagement offering.
Insurance Verification & Claims
Automated insurance eligibility verification, unlimited claim submissions, pre-submission validation to catch errors before they become denials, attachment and narrative management, and electronic remittance advice (ERA). This module aims to reduce the time your team spends on insurance workflows — a consistently cited pain point across dental practices.
Payments
Launched in January 2023, the Payments module has already surpassed $1 billion in processed payments as of February 2025. It includes in-office processing, text-to-pay, patient portal payments, and automated payment plans. A July 2025 partnership with Synchrony brings CareCredit patient financing directly into the platform, giving patients more options for managing treatment costs.
The company reports that practices collect an average of $46,000 more in their first year on the platform and reduce accounts receivable days by five.